Grid Infrastructure Emerges as Critical Bottleneck Despite Renewable Growth
While renewables will overtake coal by 2026 and meet 90% of demand growth, grid modernization lags dangerously behind electrification needs. Data centers and AI are driving 17% demand increases through 2026, while permitting delays and transmission constraints are cutting renewable deployment forecasts by 5%.
Infrastructure bottlenecks could delay energy transition goals and create security vulnerabilities as electricity demand surges from digitalization.
grid infrastructure
renewables
data centers
electrification